Liberty Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-580
| Closed | -$22K | – | 1037 |
|
|
2021
Q3 | $22K | Buy |
580
+292
| +101% | +$11.1K | 0.01% | 622 |
|
|
2021
Q2 | $11K | Buy |
288
+3
| +1% | +$115 | ﹤0.01% | 640 |
|
|
2021
Q1 | $9K | Hold |
285
| – | – | ﹤0.01% | 624 |
|
|
2020
Q4 | $9K | Sell |
285
-120
| -30% | -$3.79K | ﹤0.01% | 619 |
|
|
2020
Q3 | $9K | Sell |
405
-5
| -1% | -$111 | 0.01% | 541 |
|
|
2020
Q2 | $11K | Buy |
410
+233
| +132% | +$6.25K | 0.01% | 480 |
|
|
2020
Q1 | $4K | Sell |
177
-226
| -56% | -$5.11K | ﹤0.01% | 642 |
|
|
2019
Q4 | $16K | Buy |
403
+3
| +0.8% | +$119 | 0.01% | 450 |
|
|
2019
Q3 | $15K | Sell |
400
-13
| -3% | -$488 | 0.01% | 444 |
|
|
2019
Q2 | $15K | Buy |
413
+3
| +0.7% | +$109 | 0.01% | 460 |
|
|
2019
Q1 | $14K | Buy |
410
+3
| +0.7% | +$102 | 0.01% | 392 |
|
|
2018
Q4 | $12K | Buy |
+407
| New | +$12K | 0.01% | 406 |
|